Customers last order date

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Learn how querying customer orders and sorting them by date lets the salesperson know when it's time to circle back and remarket to a customer who hasn't ordered in a while, or when it's time to check on recently received products to make sure the customer was happy with their order.

- [Instructor] Are you resting on your laurels,…assuming customers will place new orders…based on their first transactions with your company?…I mean, sometimes that works…but if you're a really savvy salesperson,…you know that you have to keep in touch.…So to find out who's due for a call,…query the customer's last order date.…And then give them a call using the customer contact info…included in the query results.…So we're gonna create a query here…that pulls from the customers and orders tables…to show us who's ordered what, and when.…

And we're gonna put them in order…by the order date so you can see…who has the most recent order.…That'll help you call people…who haven't ordered in a little while…and not seem to be badgering somebody…who just placed an order.…Let's go to the create tab…and click on query design.…And we want customers and orders.…And we can see that they're related…by the customer ID field.…So that means that as orders are built,…we associate them with a customer.…

That's what makes this query work…

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Released

8/14/2018

Whether you work in sales or customer service, you need a way to track your sales activity, relationships, and contacts. Microsoft Access is a powerful relational database program that can help you do all that and more. In this course, Laurie Ulrich shows you the ins and outs building a customized database solution, designed for the way you go about selling. If you don't have a satisfactory customer relationship management (CRM) application, you'll appreciate the power Access puts literally at your fingertips to design a completely customized tool. The sales solution database you design—with Laurie's help and examples—will allow you to build and store customer data, look up customer orders, and generate reports such as product price lists and order totals. Along the way, you can learn more intermediate and advanced Access features, such as validation rules, lookup tables, and macros. Plus, learn how to build a navigation form that puts key forms and reports in a single, easy-to-access location.